Live Oak Bancshares, Inc.
LOB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001462120
In the last 90 days, Live Oak Bancshares, Inc. insiders filed 0 open-market purchases and 15 sales; 239 institutions reported holding it in 13F filings for Q2 2026, worth $1.34B in total; no superinvestor holds it.
Other share classesLOB.PA
13F holders, Q1 2025
Institutional positions in Live Oak Bancshares, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 224
- +10 vs. Q4 2024
- Shares held
- 30.1M
- +167.4K (+0.6%) vs. Q4 2024
- Total value
- $803.6M
- −$381.9M (−32.2%) vs. Q4 2024
- New holders
- 43
- 86 more added
- Sold out
- 33
- 50 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LOB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 239 | $1.34B |
| Q1 2026 | 228 | $1.08B |
| Q4 2025 | 229 | $1.12B |
| Q3 2025 | 223 | $1.07B |
| Q2 2025 | 210 | $918.7M |
| Q1 2025 | 224 | $803.6M |
| Q4 2024 | 216 | $1.20B |
| Q3 2024 | 211 | $1.41B |
| Q2 2024 | 198 | $1.04B |
| Q1 2024 | 199 | $1.19B |
| Q4 2023 | 192 | $1.30B |
| Q3 2023 | 174 | $817.3M |
| Q2 2023 | 162 | $729.5M |
| Q1 2023 | 174 | $688.3M |
| Q4 2022 | 189 | $895.8M |
| Q3 2022 | 188 | $864.6M |
| Q2 2022 | 174 | $988.4M |
| Q1 2022 | 208 | $1.46B |
| Q4 2021 | 212 | $2.38B |
| Q3 2021 | 166 | $1.61B |
| Q2 2021 | 164 | $1.45B |
| Q1 2021 | 166 | $1.56B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 13,044 | $347.8K | 0.41% | +13,044 | New |
| Gsa Capital Partners LLP | 13,408 | $357.0K | 0.03% | +13,408 | New |
| Engineers Gate Manager LP | 13,582 | $362.1K | 0.01% | +13,582 | New |
| Parsons Capital Management Inc | 13,800 | $367.9K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 13,885 | $370.2K | 0.01% | +13,885 | New |
| Loomis Sayles & Co L P | 15,186 | $405.0K | 0.00% | −219,632−93.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 16,720 | $445.8K | 0.01% | +16,720 | New |
| HRT Financial LP | 16,753 | $446.0K | 0.00% | +16,753 | New |
| Corebridge Financial, Inc. | 16,987 | $452.9K | 0.00% | −252−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,066 | $455.0K | 0.03% | +6,095+55.6% | Added |
| Cetera Investment Advisers | 17,879 | $476.7K | 0.00% | +2,259+14.5% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $479.9K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18,019 | $480.4K | 0.01% | −19,439−51.9% | Reduced |
| HSBC Holdings PLC | 18,365 | $487.2K | 0.00% | −2,126−10.4% | Reduced |
| Royal Bank of Canada | 18,592 | $495.0K | 0.00% | +4,146+28.7% | Added |
| LPL Financial LLC | 19,555 | $521.3K | 0.00% | +9,229+89.4% | Added |
| First Trust Advisors LP | 19,659 | $524.1K | 0.00% | +3,687+23.1% | Added |
| Caxton Associates LLP | 19,919 | $531.0K | 0.02% | +19,919 | New |
| Arcus Capital Partners, LLC | 20,000 | $533.2K | 0.21% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 20,594 | $549.0K | 0.00% | +880+4.5% | Added |
| MetLife Investment Management | 20,729 | $552.6K | 0.00% | −406−1.9% | Reduced |
| Truist Financial Corp | 20,933 | $558.1K | 0.00% | +4,623+28.3% | Added |
| Pinnacle Associates Ltd | 21,484 | $572.8K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 22,787 | $608.0K | 0.01% | +22,787 | New |
| Intech Investment Management LLC | 23,079 | $615.3K | 0.01% | +7,095+44.4% | Added |
| Janus Henderson Group PLC | 23,242 | $617.4K | 0.00% | +9,181+65.3% | Added |
| Quest Partners LLC | 23,758 | $633.4K | 0.07% | +21,375+897.0% | Added |
| Virtu Financial LLC | 24,651 | $657.0K | 0.04% | +24,651 | New |
| Creative Planning | 26,288 | $700.8K | 0.00% | +17,444+197.2% | Added |
| Principal Financial Group Inc | 26,437 | $704.8K | 0.00% | +298+1.1% | Added |
| Stifel Financial Corp | 26,737 | $712.8K | 0.00% | +3,946+17.3% | Added |
| Level Four Advisory Services, LLC | 27,412 | $730.8K | 0.03% | +7,968+41.0% | Added |
| Advisor Group Holdings, Inc. | 28,781 | $767.3K | 0.00% | +2,736+10.5% | Added |
| Aviance Capital Partners, LLC | 29,615 | $789.5K | 0.11% | +29,615 | New |
| Price T Rowe Associates Inc | 29,662 | $791.0K | 0.00% | +2,225+8.1% | Added |
| Point72 Asset Management, L.P. | 30,500 | $813.1K | 0.00% | −43,620−58.9% | Reduced |
| Jump Financial, LLC | 30,637 | $816.8K | 0.01% | +30,637 | New |
| California State Teachers Retirement System | 33,580 | $895.2K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 33,719 | $898.9K | 0.00% | +10,907+47.8% | Added |
| MML Investors Services, LLC | 33,725 | $899.0K | 0.00% | +6,503+23.9% | Added |
| RE Advisers Corp | 34,100 | $909.1K | 0.02% | −88,900−72.3% | Reduced |
| Rafferty Asset Management, LLC | 36,455 | $971.9K | 0.00% | −8,885−19.6% | Reduced |
| Legal & General Group Plc | 37,156 | $993.2K | 0.00% | −1,471−3.8% | Reduced |
| Alliancebernstein L.P. | 37,370 | $996.3K | 0.00% | −548−1.4% | Reduced |
| Federated Hermes, Inc. | 38,080 | $1.02M | 0.00% | −1,851−4.6% | Reduced |
| Verition Fund Management LLC | 38,290 | $1.02M | 0.01% | +31,662+477.7% | Added |
| Campbell & CO Investment Adviser LLC | 38,385 | $1.02M | 0.08% | +38,385 | New |
| Wealth Enhancement Advisory Services, LLC | 38,802 | $1.03M | 0.00% | +19,457+100.6% | Added |
| Russell Investments Group, Ltd. | 39,841 | $1.06M | 0.00% | −69,000−63.4% | Reduced |
| Victory Capital Management Inc | 44,661 | $1.19M | 0.00% | −1,866−4.0% | Reduced |
| Salem Investment Counselors Inc | 47,730 | $1.27M | 0.04% | −18,995−28.5% | Reduced |
| RMB Capital Management, LLC | 50,000 | $1.33M | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 50,430 | $1.34M | 0.00% | +328+0.7% | Added |
| Invesco Ltd. | 51,152 | $1.36M | 0.00% | +432+0.9% | Added |
| Renaissance Technologies LLC | 52,400 | $1.40M | 0.00% | +52,400 | New |
| Walleye Capital LLC | 55,693 | $1.48M | 0.02% | +55,693 | New |
| Chatham Capital Group, Inc. | 57,253 | $1.53M | 0.25% | +2,535+4.6% | Added |
| BNP Paribas Arbitrage, SA | 57,438 | $1.53M | 0.00% | +21,789+61.1% | Added |
| Captrust Financial Advisors | 57,466 | $1.53M | 0.00% | −906−1.6% | Reduced |
| UBS Asset Management Americas Inc | 57,734 | $1.54M | 0.00% | −30,418−34.5% | Reduced |
| Norges Bank | 58,635 | $1.56M | 0.00% | −43,917−42.8% | Reduced |
| Bragg Financial Advisors, Inc | 59,402 | $1.58M | 0.07% | 00.0% | Unchanged |
| Barclays PLC | 61,193 | $1.63M | 0.00% | −17,804−22.5% | Reduced |
| Trexquant Investment LP | 61,284 | $1.63M | 0.02% | +15,767+34.6% | Added |
| Quantbot Technologies LP | 63,721 | $1.70M | 0.05% | +47,181+285.3% | Added |
| Numerai GP LLC | 64,073 | $1.71M | 0.32% | +64,073 | New |
| Two Sigma Advisers, LP | 65,500 | $1.75M | 0.00% | +58,600+849.3% | Added |
| Empowered Funds, LLC | 65,931 | $1.76M | 0.03% | +65,931 | New |
| Dark Forest Capital Management LP | 68,867 | $1.84M | 0.08% | +68,867 | New |
| Wells Fargo & Company | 68,937 | $1.84M | 0.00% | −1,002−1.4% | Reduced |
| Swiss National Bank | 70,100 | $1.87M | 0.00% | −700−1.0% | Reduced |
| Profit Investment Management, LLC | 71,135 | $1.90M | 1.76% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 71,199 | $1.90M | 0.00% | −755,257−91.4% | Reduced |
| TD Asset Management Inc | 73,366 | $1.96M | 0.00% | +2,396+3.4% | Added |
| one8zero8, LLC | 75,476 | $2.01M | 0.48% | +7,475+11.0% | Added |
| Susquehanna International Group, LLP | 82,471 | $2.20M | 0.00% | +11,810+16.7% | Added |
| Commonwealth Equity Services, LLC | 86,145 | $2.30M | 0.00% | +6,732+8.5% | Added |
| Motley Fool Asset Management LLC | 87,640 | $2.34M | 0.13% | +24,463+38.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 87,874 | $2.34M | 0.01% | +37,084+73.0% | Added |
| E. Ohman J:or Asset Management AB | 89,969 | $2.40M | 0.06% | +40,343+81.3% | Added |
| Two Sigma Investments, LP | 94,074 | $2.51M | 0.01% | +94,074 | New |
| Marshall Wace, LLP | 95,398 | $2.54M | 0.00% | +95,398 | New |
| Algert Global LLC | 99,316 | $2.65M | 0.07% | +2,560+2.6% | Added |
| Squarepoint Ops LLC | 99,651 | $2.66M | 0.01% | +99,651 | New |
| UBS Group AG | 113,690 | $3.03M | 0.00% | +8,060+7.6% | Added |
| Bank of America Corp | 114,441 | $3.05M | 0.00% | +53,981+89.3% | Added |
| American Century Companies Inc | 121,307 | $3.23M | 0.00% | −37,783−23.7% | Reduced |
| Deutsche Bank AG | 123,840 | $3.30M | 0.00% | +37,823+44.0% | Added |
| Cubist Systematic Strategies, LLC | 132,020 | $3.52M | 0.05% | +132,020 | New |
| Tudor Investment Corp Et Al | 137,963 | $3.68M | 0.03% | +76,683+125.1% | Added |
| Envestnet Asset Management Inc | 145,117 | $3.87M | 0.00% | +20,430+16.4% | Added |
| Rice Hall James & Associates, LLC | 155,471 | $4.14M | 0.24% | +26,085+20.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 157,598 | $4.20M | 0.01% | −1,860−1.2% | Reduced |
| Bank of New York Mellon Corp | 165,208 | $4.40M | 0.00% | −7,688−4.4% | Reduced |
| Morgan Stanley | 168,926 | $4.50M | 0.00% | +1,244+0.7% | Added |
| Raymond James Financial Inc | 169,650 | $4.52M | 0.00% | +36,235+27.2% | Added |
| CenterBook Partners LP | 173,565 | $4.63M | 0.29% | +57,217+49.2% | Added |
| JPMorgan Chase & Co | 188,366 | $5.02M | 0.00% | +61,623+48.6% | Added |
| Bridgeway Capital Management, LLC | 190,682 | $5.08M | 0.13% | +90,931+91.2% | Added |
| Jane Street Group, LLC | 201,816 | $5.38M | 0.01% | +187,011+1,263.2% | Added |